8th Annual Private Wealth West Forum Bellevue | July 18, 2024 Request Agenda

The 8th Annual Private Wealth West Forum is the leading conference for RIAs, family offices and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector across the west coast.

Our agenda covers asset allocation and protection, equity markets, fixed income alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.






Please note only corporate email addresses will be accepted.

Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.

Key Discussion Topics

Opening Bell: The  Next 6 Months at a Glance

Top thinkers and chief investment officers in the private wealth space share their investment views about current US asset allocation strategies and their projected macroeconomic outlook for the next 12 months. 

The Equity Equation: Evaluating Impact on Portfolios

The equities market has bounced back from the pandemic's crash. Experts take the stage to help navigate the market, allocate investments across different equity sectors and build an equity portfolio to weather the storm.

Alternative Investments – Time to Shine

This panel brings together leading alternative investors and allocators to address risks and opportunities, manager selection and much more.

The Equity Equation: Evaluating Impact on Portfolios

The growth of the US and global economy and inflation are highly uncertain. This panel will endeavor to answer how those in private wealth can build an all-weather equity portfolio and other crucial questions. 

From Real Estate to Real Assets: Seeking Best Opportunities

Join our panel of experts as they examine real estate and real asset investment strategies, trends, and risks for the year ahead.

New Ways to Invest in Non-Traditional Assets - Reshaping Our Thinking

In a market environment shaped by higher interest rates, low growth, and greater volatility - investing in non-traditional assets gained popularity in diversified portfolios. 

Fixed Income: Trends Shaping Today's Landscape

As the fed approaches what could be the peak in its rate-hike cycle and inflation poses a challenge to the traditional stock-bond portfolio, where can investors find the most attractive opportunities?

The Future of Wealth Management

The wealth management industry is forever transforming, and investors will need to evolve their practices to stay ahead of the curve and their competitors to suit the needs to high-net-worth-clients.


INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.

MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.


Early Bird I 1,500 USD 12/15/23
Early Bird II - Managers & Service Providers 1,900 USD 02/16/24
Pre-Event Registration I - Managers & Service Providers 2,200 USD 04/19/24
Pre-Event Registration II - Managers & Service Providers 2,600 USD 06/14/24
Event Registration - Managers & Service Providers 3,000 USD 07/18/24


Hyatt Regency Bellevue
900 Bellevue Way NE
Bellevue, Washington
USA 98004


Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

[email protected]

Media Partnerships

+1 212-600-8631

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